CLG LLC
XLY icon

CLG LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

CLG LLC’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,299
Closed -$270K – 163
2026
Q2 		$270K Buy
+2,299
New +$268K 0.06% 133

Other funds holding XLY

Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

CLG LLC's XLY Position: Q3 2026 in Review

CLG LLC sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2026, closing a stake of 2,299 shares — an estimated $270K sold.

CLG LLC first reported a position in XLY in Q2 2026 and held it in 1 quarter. The position peaked at $270K in Q2 2026. 386 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

  • CLG LLC reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • CLG LLC sold 2,299 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $270K.
  • CLG LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2026 and held it in 1 quarter.
  • CLG LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $270K in Q2 2026.
  • 386 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.